+109.0%
AAPL vs GPC
+29.0%
+80.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -0.3% |
| 7D | -2.7% | +0.2% | -2.9% | -2.8% |
| 30D | +1.0% | -0.4% | +1.4% | +1.1% |
| 3M | +5.0% | +39.2% | -34.2% | -5.7% |
| 6M | +23.0% | +18.2% | +4.8% | +16.0% |
| YTD | +16.6% | +12.1% | +4.5% | +10.4% |
| 1Y | +33.4% | -0.7% | +34.1% | +31.6% |
| 3Y | +79.9% | -1.7% | +81.5% | +71.1% |
| 5Y | +109.0% | +29.3% | +79.7% | +64.3% |
| All | +109.0% | +29.0% | +80.0% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GPC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling